Empowerme Wellness Retirement Savings Plan — Form 5500 plan (Empowerme Holdings, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Empowerme Wellness Retirement Savings Plan is a benefit plan reported by Empowerme Holdings, LLC under EIN 85-3862973 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,002 participants and $42,303,121 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Empowerme Holdings, LLC
EIN
85-3862973
Plan number
002
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
Participants
1,002
End-of-year plan assets
$42,303,121

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,002H, C20250925095214NAL0007511217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,303,121
Total liabilities (EOY)
$0
Net assets (EOY)
$42,303,121
Net assets (BOY)
$1,898,051

Income & contributions

Employer contributions
$1,834,582
Participant contributions
$5,216,283
Total contributions
$9,182,609
Total income / additions
$13,005,897

Expenses & distributions

Benefits paid
$7,431,556
Administrative expenses
$132,914
Total expenses
$7,564,470
Net increase / (decrease)
$5,441,427

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Krilogy Financial LLCINVESTMENT ADVISOR$70,231not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$45,132$02023
Benefit Plans PlusCONTRACT ADMIN$21,910not reported in the loaded dataset2023

Related Form 5500 pages